How to check and edit scheduled calls with your customers? Go to the “Customer(Account)” Page Select a customer Click the “Scheduled Call” button Click the “View” button […]

How to select a customer and add products & quantity to Cart? Go to the “Add to Cart” page Select Customer in the Drop down menu  Select […]

How can we add new items in our Product List? Click on “All Product” button Select “Add Product” button  Fill in all information in the empty fields  […]

How to add new products & quantities while making a new order?  Go to “Customer(Account) “ page Select a customer Click the “New Order” button  To add […]

How to add a New Order in Customer account ? Go to the “Customer(Account)” page  Select  customer for which you want to create the order  Click the […]

How can we add New Customers in our account? Go to the “Customer(Account)” page To add a new customer, click the “Add” button. Fill the customer’s contact […]

What is the use of Order Guide and how to add products in Order Guide ? There is one order guide per customer, where their frequently ordered […]

What are Unsent Orders and Where to find them? Unsent orders are like draft emails. You started creating one, but didn’t send it right away. So when […]